Luther King Capital Management (LKCM)’s Expand Energy Corp EXE Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio EXE Stock Details EXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.2M	Sell	221,485 -20,983	-9%	-$1.99M	0.08%	135
2026 Q1	$26.6M	Buy	242,468 +2,861	+1%	+$305K	0.12%	121
2025 Q4	$26.4M	Buy	239,607 +34,132	+17%	+$3.78M	0.11%	121
2025 Q3	$21.8M	Buy	205,475 +45,889	+29%	+$4.6M	0.09%	127
2025 Q2	$18.7M	Buy	159,586 +18,262	+13%	+$2.04M	0.08%	134
2025 Q1	$15.7M	Buy	141,324 +56,607	+67%	+$5.89M	0.07%	139
2024 Q4	$8.43M	Buy	84,717 +81,467	+2,507%	+$7.52M	0.04%	172
2024 Q3	$267K	Buy	+3,250	New	+$248K	﹤0.01%	542

Other funds holding EXE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Luther King Capital Management (LKCM)'s EXE Position: Q2 2026 in Review

Luther King Capital Management (LKCM) reduced its Expand Energy Corp (EXE) stake by 8.7% in Q2 2026, selling an estimated $1.99M and leaving 221,485 shares worth $20.2M. The position accounts for 0.08% of the portfolio, ranked #135.

Luther King Capital Management (LKCM) first reported a position in EXE in Q3 2024 and has held it in 8 quarters since. The position peaked at $26.6M in Q1 2026. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Luther King Capital Management (LKCM) held 221,485 shares of Expand Energy Corp worth $20.2M as of Q2 2026.
Luther King Capital Management (LKCM) sold 20,983 Expand Energy Corp shares in Q2 2026, an estimated $1.99M.
Expand Energy Corp made up 0.08% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #135 holding.
Luther King Capital Management (LKCM) first reported a position in Expand Energy Corp in Q3 2024 and has held it in 8 quarters since.
Luther King Capital Management (LKCM)'s Expand Energy Corp position peaked at $26.6M in Q1 2026.
851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.